A detailed history of Castle Rock Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 4,930 shares of XEL stock, worth $327,499. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,930
Previous 4,920 0.2%
Holding current value
$327,499
Previous $262,000 22.52%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$52.11 - $65.3 $521 - $653
10 Added 0.2%
4,930 $321,000
Q2 2024

Jul 12, 2024

BUY
$52.53 - $56.74 $262 - $283
5 Added 0.1%
4,920 $262,000
Q4 2020

Jan 29, 2021

BUY
$64.31 - $74.71 $316,083 - $367,199
4,915 New
4,915 $318,000

Others Institutions Holding XEL

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $36.3B
  • Description
  • Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. It operates through Regulated Electric Utility, Regulated Natural Gas Utility, and All Other segments. The company generates electricity through coal, nuclear, natural gas, hydroelectric, solar, biomass, oil, wood/refuse, and wind ene...
More about XEL
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